Connect Qminder and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
Add visitor to queue
visitor checks in
Mark visitor as served
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
Ready to use Qminder and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
Mark visitor as served
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Do thisActions
Action is the task that follows automatically within your Qminder integrations.
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Get contact
Retrieve a contact by its ID, or return all contacts when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Update Deal
Updates a Deal
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Frequently Asked Questions
To start, connect both your Qminder and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Qminder data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Qminder and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Qminder and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
Learn MoreAbout Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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